CLS Investments is an investment advisor in Berwyn with $34.87 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
CLS Investment Firm, LLC
SEC CIK
SEC advisor number
801-57265
FINRA CRD number
107975
AUM ?
$34.87 bn
(as of 8 Oct 20)
Accounts
95,918
(as of 8 Oct 20)
Employees
173
(20 investment advisory or research)
Address
CLS Investments
17605 WRIGHT STREET
OMAHA
NE 68130
17605 WRIGHT STREET
OMAHA
NE 68130
Office hours
Monday - Friday, 8:30 A.M. - 5:30 P.M.
Phone
402-493-3313
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Applegarth, Mark, Daniel | Treasurer | 09/2020 | < 5% |
Clarke, Eric, Reese | Elected Manager | 09/2020 | |
Burns, Michael, Roy | Elected Manager | 09/2020 | |
Crockett, Todd, Richard | Elected Manager | 09/2020 | |
Beach, Kylee, Marie | Chief Legal Officer/secretary | 09/2020 | < 5% |
Orion Adviser Solutions, Inc. | Sole Member | 09/2020 | > 75% |
Ferko, Brian, Michael | Chief Compliance Officer | 09/2020 | < 5% |
Beaman, Noreen, Darcy | President | 09/2020 | < 5% |
Green, Philip, Franklin | Chief Financial Officer | 09/2020 | < 5% |
GT Polaris Holdings, Inc | Stockholder | 09/2020 | > 75% |
Genstar IX GP LLC | General Partner | 09/2020 | |
GT Polaris Holdings, L.P. | Stockholder | 09/2020 | > 75% |
Genstar Capital IX, L.P. | General Partner | 09/2020 | |
Genstar Capital Partners IX, L.P. | 50% Member | 09/2020 | |
GT Polaris GP, LLC. | General Partner | 09/2020 | |
Ta Associates Cayman, LTD | 50% Member | 09/2020 | |
GT Polaris Midco, Inc. | Stockholder | 09/2020 | > 75% |
Mcconnell, Brendan, Patrick | Chief Operating Officer | 09/2020 | < 5% |
Raupp, Jeffrey, William | Chief Investment Officer | 09/2020 | < 5% |
Moore, Jason, Bradford | Chief Solutions Officer | 09/2020 | < 5% |
Ramakrishnan, Siddharth | Elected Manager | 09/2020 | |
Salewski, Anthony, Jon | Elected Manager | 09/2020 | |
Beaman, Noreen, Darcy | Elected Manager | 09/2020 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
12 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
3 Dec 20